Identity & access
Who needs access, how should users authenticate, and which records and actions must be restricted? How will access be reviewed and removed?
Trust & control
Trust is
in the detail.
Corporate information carries responsibility. Understand how access, record history, deployment and portability fit together, then define what your organisation needs.
Questions for your evaluation
A clear basis for the conversation.
Specific capabilities and operating arrangements are confirmed for your proposed deployment.
01 / Access & permissions
Shared context.
Defined access.
Application access and action permissions provide a foundation for controlling who can use Pandect and what they can do. Access requirements should reflect each team’s responsibilities and the information involved.
Application access
Access to an application is explicitly granted. A shared platform gives teams a common context while retaining application boundaries.
Actions and documents
Action permissions and document access checks support more specific controls within the workflows that implement them.
Define access at the workflow level. Confirm who needs to view, change, export or manage the records in scope, and review the controls available in each application.
02 / History & evidence
The current fact.
The context behind it.
Dated facts and recorded activity help explain the information your teams rely on. Supported workflows bring changes, effective dates and supporting documents into the context of the relevant record.
When a change applies
Effective dates distinguish when a corporate fact took effect from when an update was recorded.
What supports the record
Recorded activity and linked documents help teams understand a change and find the information behind it.
Be specific about the evidence you need. History, activity and document coverage vary by workflow. Confirm the records and events your team needs to retain and review.
03 / Your environment
An environment
for your organisation.
Pandect is designed around dedicated, single-customer installations. Deployment, configuration and operational requirements are discussed for each organisation.
A defined deployment
Bring your hosting, data-location and access requirements into the discussion alongside the applications you need.
Clear responsibilities
Agree the operational arrangements, support scope and service levels as part of the customer relationship.
Put the operating details in the agreement. Confirm hosting location, backup and recovery arrangements, support responsibilities and service levels for the proposed environment.
04 / Exports & reporting
Information you can
put to work.
Supported registers offer filtered XLSX exports, with reporting provided by individual applications. Establish the records, formats and outputs your teams need as part of your evaluation.
Filtered register exports
Work with XLSX files from supported registers. Export coverage and the records included depend on the register.
Reports for the task
Review the reporting available in each application against the decisions, reviews and obligations it needs to support.
Scope integrations separately. Identify the records and operations you need to exchange with other systems. Confirm the available interfaces, migration approach and any additional work required.
For IT, security & governance teams
Start with the questions
that matter to you.
Use these questions to shape your evaluation and identify the evidence your organisation needs before agreeing a deployment.
Hosting & location
Where must information be hosted? What network, environment and data-location requirements apply to your organisation?
Continuity & recovery
What backup coverage and recovery objectives do you require? Who operates recovery, and what evidence of testing is needed?
Retention & records
Which records need to be retained, for how long, and under whose authority? What deletion, preservation and export requirements apply?
Support & incidents
Who owns support and operational response? What service hours, escalation routes and incident communications should be agreed?
Systems & reporting
Which systems need to exchange information? What reports, export formats and specific operations must be available for the workflows in scope?
Website information
Terms and privacy.
Read the published Terms of Use and Privacy Statement. Customer scope, services and commercial arrangements are agreed separately.
A conversation with the right context
Bring your requirements.
Let’s work through them.
Tell us what your organisation needs to establish.
Start with the questions your team needs answered.